Original filing (PDF)20251113123113NAL0001312241001

JOANIE WYLL & ASSOCIATES, INC.

Name: JOANIE WYLL & ASSOCIATES, INC. — JOANIE WYLL & ASSOCIATES PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JOANIE WYLL & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

JOANIE WYLL & ASSOCIATES PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$561K

Net assets (EOY)

$561K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOANIE WYLL & ASSOCIATES, INC..

Plan sponsor

Name

JOANIE WYLL & ASSOCIATES, INC.

EIN

75-1963034

Address

12740 HILLCREST ROAD · SUITE 162 · DALLAS, TX · 75230

Phone

(972) 380-8770

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-02-01

Tax period

2025-01-31

Filed

2025-11-13

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

KING T CHAN FAMILY INC

KING T CHAN FAMILY 401(K) PLAN

$562K · 2 participants

SUPERIOR SHEET METAL CORP

SUPERIOR SHEET METAL CORP 401(K) PROFIT SHARING PLAN & TRUST

$561K · 19 participants

THOMAS E. THEVENIN, CPA, P.C.

THOMAS E. THEVENIN, CPA, P.C. PROFIT SHARING PLAN

$561K · 1 participants

LEEWOOD LIQUOR CORP

LEEWOOD LIQUOR CORP RETIREMENT TRUST

$561K · 7 participants

AVENTUS ENERGY LLC

AVENTUS ENERGY LLC 401(K) PROFIT SHARING PLAN & TRUST